+180.5%
MSTR vs HRB
+36.2%
+144.3%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.2% | +3.9% | +0.3% |
| 7D | -1.2% | +2.7% | -3.9% | -1.5% |
| 30D | -15.9% | +22.1% | -38.0% | -18.4% |
| 3M | +33.1% | +15.7% | +17.4% | +29.9% |
| 6M | -31.0% | +83.3% | -114.3% | -39.4% |
| YTD | -15.1% | +25.0% | -40.2% | -16.4% |
| 1Y | -45.6% | +6.9% | -52.6% | -43.6% |
| 3Y | +180.5% | +39.0% | +141.5% | +141.5% |
| All | +180.5% | +36.2% | +144.3% | +141.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded HRB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling